Wine Club Reports

Modified on Mon, 2 Jun at 10:15 AM

Wine clubs are key revenue generators for many businesses. OrderPort offers Wine Club specific reports in the Wine Clubs module.

The most popular wine club reports include the Club Member Activity Report and the Wine Club Carts Report.

The Wine Club Reports are found in OrderPort Admin -> Services -> Wine Clubs -> Reports. Be sure not to confuse these Wine Club Reports with the Reports Module.

Report overview
Running Reports

Report overview

On the right of the Reports page of the Wine Clubs module, you can see a quick overview of your club membership and shipment statistics.

Running Reports

Each report has a description underneath the title. To run a report, click on the report name. From here, you may change the settings of the report. You can either view the report directly in the browser or export it as an Excel file. Some reports do not have customization or a browser view option.

Below, you will find the list of all the reports available.

Wine Club Memberships by Month

This report is a general summary of what happened with your wine clubs. You can see how the club statistics changed over the months.

Wine Club Credit Card Expirations

Prior to running a club release, it is good practice to check for expired cards on file. This will reduce the number of declined orders in a club release. This report shows you expiration dates so you can follow up with customers appropriately.

Club Member Activity Report

This report breaks down every action that happened to your club members in the selected time period. This includes joining, switching memberships, and canceling.

Member Report

This report gives you general information about all of your club members. Exporting this report to excel gives you lots more information than showing it in the browser. You can choose if you would like to include canceled members when you export this report to excel.

Member Report on Hold

This report breaks down which of your wine club members are currently on hold and there on hold to date.

Gift Member Report

This report breaks down which of your wine club members have a gifted membership and who gifted them that membership.

Wine Club Carts Reports

This report shows you all active wine club carts for releases that are between steps 3 and 6. This report is useful for tracking cart modifications in customer choice clubs. In some situations, if you need to restart a release, this report should be run so that the cart modifications can be recovered.

Tiered Case Club Report

This report breaks down your case club members and their bottle purchase counts. It also shows how many bottles they need to purchase to maintain their current tier, and when they last upgraded to their current tier. To learn more about case clubs and tiered case clubs, please see this document: Case Clubs and Tiered Case Clubs.

Subscription Club Report

This report breaks down your subscription club members' statuses as club members. It reports their current balance and when their next payment is due. It also gives you their next renewal date and how long they have been a member.

Subscription Renewals Report

You can run this report for subscription club renewals for a given month. It will show you which renewal payments were declined and the reason for the decline. For a summery version of this report, please see the Subscription Club Renewals report below.

Waiting List Report

This report exports the waitlists for your clubs.

Club Notes Report

This report shows you all notes added to club members over a given time period.

Allocation Report

This report is for allocation club releases. It shows you how many members participated in a given release and if they are eligible for an upgrade.

Multiple Membership Report

This report gives you a summary of all of your club members who have more than one club membership.

Wishlist Report

This report will show you all the Wishlist items for a particular allocation club release.

Preferences Report

This report breaks down customer preferences in customer choice clubs.

Subscription Club Renewals

You can run this report for subscription club renewals for a given month. It will show you a summary of the renewal. You can also run the report for a future renewal date to see a projected renewal count.